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iShares 1-3 Year Treasury Bond ETF

1,102 hedge funds and large institutions have $21.4B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 418 increasing their positions, 427 reducing their positions, and 112 closing their positions.

Holders
1,102
Holders Change
-6
Holders Change %
-0.54%
% of All Funds
17.64%
Holding in Top 10
129
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.52%
% of All Funds
2.06%
New
140
Increased
418
Reduced
427
Closed
112
Calls
$25.4M
Puts
$12.2M
Net Calls
+$13.3M
Net Calls Change
-$3.65M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.32B 28,249,502 +8,221,428 +41%
Bank of America
2
Bank of America
North Carolina
$1.29B 15,757,130 -2,277,945 -13%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.27B 15,465,562 +209,870 +1%
BlackRock
4
BlackRock
New York
$894M 10,877,633 +1,858,137 +21%
BL
5
Balentine LLC
Georgia
$744M 9,055,519 +1,198,518 +15%
UBS Group
6
UBS Group
Switzerland
$652M 7,936,109 -144,061 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$587M 7,139,319 -758,194 -10%
AssetMark Inc
8
AssetMark Inc
California
$578M 7,037,530 +4,559,175 +184%
LPL Financial
9
LPL Financial
California
$511M 6,220,945 +1,220,741 +24%
Wells Fargo
10
Wells Fargo
California
$482M 5,863,943 -257,794 -4%
Truist Financial
11
Truist Financial
North Carolina
$476M 5,798,846 +595,125 +11%
Ameriprise
12
Ameriprise
Minnesota
$471M 5,603,688 -2,493,522 -31%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$461M 5,611,604 +299,318 +6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$384M 4,678,819 +145,167 +3%
PI
15
PineBridge Investments
New York
$350M 4,263,000 +150,000 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$346M 4,206,555 -717,330 -15%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$292M 3,548,441 -386,032 -10%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$250M 3,038,632 -223,758 -7%
US Bancorp
19
US Bancorp
Minnesota
$236M 2,871,216 -3,473,645 -55%
AllianceBernstein
20
AllianceBernstein
Tennessee
$219M 2,669,449 -45,734 -2%
Stifel Financial
21
Stifel Financial
Missouri
$213M 2,588,175 -517,109 -17%
RJA
22
Raymond James & Associates
Florida
$213M 2,586,806 -78,685 -3%
Osaic Holdings
23
Osaic Holdings
Arizona
$193M 2,354,695 +484,210 +26%
Barclays
24
Barclays
United Kingdom
$193M 2,352,544 +1,581,671 +205%
Charles Schwab
25
Charles Schwab
California
$187M 2,281,352 -39,112 -2%